June PPI and the US Eco Outlook
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 15 July 2026
⏱️ 30 minutes
🧾️ Download transcript
Summary
The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, July 15, 2026
Featuring:
1) Steve Chiavarone, Deputy CIO: Equities at Federated Hermes, joins to discuss his Fed call and where the equity market is trending.
2) Ted Mortonson, Managing Director: Technology at Baird, talks about tech debates and daily rotation across the sector.
3) Win Thin, Chief Economist at the Bank of Nassau, brings us into PPI and talks about his economic outlook.
4) Jan Szilagyi, CEO and co-founder at Reflexivity, on the implementation of AI into institutional investing.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | The Exchange from The New Statesman. Weekly, in-depth, long-form interviews with guests, including Salman Rushdie. Would you say you are in the 11th hour of life? I hope I'm only in about the 9-4-10. I-Way-Way. So if you were to put on an exhibition called I-Way-Way, the last work, we shouldn't believe it. Actually, you shouldn't believe by anything I said. |
| 0:22.0 | And Masha Al Yokina from Pussy Riot. |
| 0:24.2 | Is there a world in which you could ever go back to Russia? |
| 0:26.0 | Politically, we exist there. Physically, we do not exist there. |
| 0:29.3 | Covering politics. |
| 0:30.5 | The most governmentally illiterate Labour Prime Minister in history. |
| 0:35.1 | Culture. |
| 0:35.8 | I'm not in the mood to take any risks lately. |
| 0:37.9 | Society, should education be a commodity? |
| 0:41.0 | No. |
| 0:41.4 | And philosophy. |
| 0:42.6 | Sex is both personal and political and public. |
| 0:46.9 | Listen, wherever you are listening to this. |
| 0:52.2 | Bloomberg Audio Studios. |
| 0:54.8 | Podcasts Radio News. |
| 1:01.9 | This is the Bloomberg Surveillance Podcasts. |
| 1:05.4 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. Listen on demand |
| 1:13.3 | wherever you get your podcasts or watch us live on YouTube. Stephen Schiberon with us right now. |
| 1:19.2 | Federator, I'm as a thrilled that he could join us this morning. He is exquisite at asset allocation. |
| 1:25.2 | I'm going to be exquisite. I got a 5-11 30-year bond. Most people don't look at |
| 1:30.8 | the 30-year bond because they have no gray hair. You have no gray hair. The 30-year bond matters. |
| 1:35.6 | What does the 5-11 30-year bond signal to you? I don't think it's high enough. I know that sounds |
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